Data Access gives complete control over who has access to whose data on our platform. To learn more about data access, read our Data Access guide.

Here's a step-by-step guide on how to migrate to our new data access feature:

Data access allows customers to control who can see whose data on the platform. This means that you can restrict access to certain data based on specific criteria such as user, team, or region. To learn more, read our Data Access guide.

Data access is set up on individual teams. The team a user is in will dictate whose data they have access to view. Navigate to the Teams page where we'll complete the following steps.

Before migrating to the new data access feature, make sure that all of your teams are properly set up with the right members.

Each team can have a manager assigned who is responsible for overseeing the team's performance. Setting a manager is important if you want to use the Manager Only data access level.

You can customise whether a manager contributes data to the overall teams data using the contributor toggle:

In the above example, Alex Phillips is a manager of the team but his performance does not contribute to the team's total. Bart Simpon is also a manager however his performance does contribute to the team's total.

Determine how you want to restrict access to data based on your specific needs. Once you've determined how you want to restrict access to data, update the data access level of your teams to match this. You can do this by opening the edit window for each team and adjusting the data access level accordingly.

Below is an example use case of a Data Access scenario.

Acme Co has a UK and a US division. Each division has several teams within them. They have the following requirements:

To accommodate this, a UK and US team are created. Both have the 'This + Other Team' access level.

NYC is a team in the US, therefore they have been added to the US team. Everybody in the US team can view each others data + the data of everybody on the NYC team.

London is a team in the UK, therefore they have been added to the UK team. Everybody in the UK team can view each others data + the data of everybody on the London team.

Once you've updated your teams' data access levels, use our data access checker tool to verify that the correct data access levels have been applied.

By default, all new teams will be created with the 'everyone' access level, however, you can customise the default data access level for newly created teams.

Navigate to your Settings page and open the Organisation Settings. At the bottom, you will see a 'Default Team Data Access Mode' setting. Set this accordingly for the access level you wish for new teams to be created with.

Data Access will replace several permissions which previously helped to guard who could access whose data on the platform. With the introduction of Data Access, these permissions are no longer required.

Once you are happy with the data access setup for your company, enable the following permissions for all roles:

We hope this guide helps you migrate to our new data access feature smoothly. If you have any questions or concerns, please don't hesitate to reach out to our support team for assistance.